Defined Benefit (Pension) · DOL Form 5500 · 2024
Allen Health Systems, Inc. Pension Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 336
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $39,363
- Avg per participant Low balance/head
Official DOL plan name: Allen Health Systems, Inc. Retirement Income Plan · Sponsored by Allen Health Systems, Inc. · Iowa · Healthcare & Social Assistance
$13M in assets, 336 participants
Allen Health Systems, Inc.'s Allen Health Systems, Inc. Retirement Income Plan reported $13M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #11,325 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Allen Health Systems, Inc. Retirement Income Plan pulled back noticeably 8.6% in 2024 ($14M → $13M) for 336 participants.
- #11,325
- in Healthcare & Social Assistance (16,916 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allen Health Systems, Inc. Retirement Income Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Allen Health Systems, Inc. Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,226,111 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Allen Health Systems, Inc. Retirement Income Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen Health Systems, Inc. Retirement Income Plan sits mid-pack in the medium band (336 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allen Health Systems, Inc. Retirement Income Plan reported net income fell from $636K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Allen Health Systems, Inc. Retirement Income Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Allen Health Systems, Inc. Retirement Income Plan reported participants fell from 362 in the plan year 2023 filing to 336 in the plan year 2024 filing.
DOL schedule card
Filing strip 421201924 · Allen Health Systems, Inc. PY 2024 · Defined Benefit (Pension)
Allen Health Systems, Inc. Retirement Income Plan · $13M · 336 · 62nd
- 5500 $13M
- ASSETS 336
- PCT 62nd
- EIN Defined Benefit (Pension)
- RANK near Von Roll USA, Inc. Employees' Pension Plan
- PHOTO ind #11325
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Iowa →
Allen Health Systems, Inc. Retirement Income Plan in the asset neighbourhood
Allen Health Systems, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Allen Health Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 4.40843549087114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 348 | $14M |
| 2023 | 1 | 362 | $14M |
| 2024 | 1 | 336 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$1M |
| Employer EIN | 421201924 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.2B · 7,170
- Principal Cash Balance Plan $1.5B · 11,945
- Midamerican Energy Company Retirement Plan $521M · 2,805
- Employers Mutual Casualty Company Retirement Plan $362M · 1,908
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust $331M · 1,233
Allen Health Systems, Inc. Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Von Roll USA, Inc. Employees' Pension Plan in NY ($13M); by covered participants it is Packaging Corporation of America Pension Plan for Eligible Grandfathered Salaried Employees in IL (336 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (336 participants); asset peers above are excluded.
- Packaging Corporation of America Pension Plan for Eligible Grandfathered Salaried Employees (IL) 336 · 0 off
- True Value Company Defined Lump Sum Pension Plan (IL) 336 · 0 off
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan (PR) 337 · 1 off
- Warehouse Employees Union Local No. 730 Pension Trust Fund (MD) 335 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.